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Morningstar

Putnam Large Cap Value Y PEIYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 29.59  /  1.65 %
  • Total Assets 18.0 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.04%
  • Turnover 17%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis PEIYX

Will PEIYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEIYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PEIYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PEIYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A proven process, but questions remain.

Associate Analyst

Summary

| by David Carey

Putnam Large Cap Value’s capable lead manager and proven process warrants a Morningstar Analyst Rating of Bronze for its cheaper share classes, while pricier ones remain Neutral.

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